SoFi Technologies, Inc.
SOFI- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001818874
近 90 天，SoFi Technologies, Inc. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 925 家機構在 13F 申報持有，市值合計 $117.1 億；大師中只有方舟投資持有。
2024 年第 3 季 13F 持有人
SoFi Technologies, Inc. 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 626
- 較 2024 年第 2 季 +38 家
- 持有股數
- 5.06 億
- 較 2024 年第 2 季 +1.01 億 (+24.8%)
- 總市值
- $39.7 億
- 較 2024 年第 2 季 +$13.0 億 (+48.4%)
- 新進機構
- 110
- 另有 228 家加碼
- 清倉機構
- 72
- 另有 161 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SOFI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 925 | $117.1 億 |
| 2026 年第 1 季 | 927 | $112.1 億 |
| 2025 年第 4 季 | 1,005 | $183.4 億 |
| 2025 年第 3 季 | 913 | $167.5 億 |
| 2025 年第 2 季 | 745 | $104.9 億 |
| 2025 年第 1 季 | 716 | $60.6 億 |
| 2024 年第 4 季 | 705 | $80.7 億 |
| 2024 年第 3 季 | 626 | $39.7 億 |
| 2024 年第 2 季 | 593 | $29.8 億 |
| 2024 年第 1 季 | 602 | $32.2 億 |
| 2023 年第 4 季 | 572 | $37.4 億 |
| 2023 年第 3 季 | 514 | $28.4 億 |
| 2023 年第 2 季 | 517 | $30.0 億 |
| 2023 年第 1 季 | 532 | $19.2 億 |
| 2022 年第 4 季 | 512 | $15.2 億 |
| 2022 年第 3 季 | 492 | $16.0 億 |
| 2022 年第 2 季 | 469 | $21.6 億 |
| 2022 年第 1 季 | 441 | $37.5 億 |
| 2021 年第 4 季 | 447 | $67.0 億 |
| 2021 年第 3 季 | 309 | $55.6 億 |
| 2021 年第 2 季 | 234 | $60.3 億 |
| 2021 年第 1 季 | 1 | $1,000 |
2024 年第 3 季持有機構
每家機構持有 SoFi Technologies, Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 89,438,166 | $7.03 億 | 0.01% | −591,891−0.7% | 減碼 |
| BlackRock, Inc. | 45,438,167 | $3.57 億 | 0.01% | +45,438,167 | 新進 |
| Silver Lake Group, L.L.C. | 31,154,165 | $2.45 億 | 2.75% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 24,716,612 | $1.94 億 | 0.05% | +11,633,006+88.9% | 加碼 |
| State Street Corp | 18,062,855 | $1.42 億 | 0.01% | +310,532+1.7% | 加碼 |
| Geode Capital Management, LLC | 17,619,084 | $1.39 億 | 0.01% | +358,806+2.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 12,612,563 | $9,913 萬 | 0.91% | −1,923,209−13.2% | 減碼 |
| Norges Bank | 11,944,372 | $9,388 萬 | 0.01% | −2,007,926−14.4% | 減碼 |
| Morgan Stanley | 11,932,601 | $9,379 萬 | 0.01% | −3,991,715−25.1% | 減碼 |
| Renaissance Technologies LLC | 11,390,900 | $8,953 萬 | 0.13% | +11,390,900 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,046,261 | $7,896 萬 | 0.05% | −1,411,679−12.3% | 減碼 |
| Nikko Asset Management Americas, Inc. | 10,037,046 | $7,889 萬 | 0.89% | −1,420,894−12.4% | 減碼 |
| Marshall Wace, LLP | 8,393,313 | $6,597 萬 | 0.09% | +2,035,426+32.0% | 加碼 |
| JPMorgan Chase & Co | 7,472,375 | $5,873 萬 | 0.00% | +3,617,201+93.8% | 加碼 |
| Millennium Management LLC | 7,141,578 | $5,613 萬 | 0.05% | +5,553,728+349.8% | 加碼 |
| Charles Schwab Investment Management Inc | 6,145,837 | $4,831 萬 | 0.01% | +87,097+1.4% | 加碼 |
| Citadel Advisors LLC | 5,977,493 | $4,698 萬 | 0.05% | +5,732,074+2,335.6% | 加碼 |
| Patient Capital Management, LLC | 5,795,687 | $4,555 萬 | 2.24% | +1,950,649+50.7% | 加碼 |
| Bank of America Corp | 5,709,362 | $4,488 萬 | 0.00% | +3,924,070+219.8% | 加碼 |
| Jane Street Group, LLC | 5,411,517 | $4,253 萬 | 0.07% | −3,679,541−40.5% | 減碼 |
| Wells Fargo & Company | 5,334,025 | $4,193 萬 | 0.01% | +1,968,365+58.5% | 加碼 |
| Susquehanna International Group, LLP | 5,009,380 | $3,937 萬 | 0.07% | −3,881,764−43.7% | 減碼 |
| Northern Trust Corp | 4,930,751 | $3,876 萬 | 0.01% | +155,082+3.2% | 加碼 |
| Azora Capital LP | 4,348,068 | $3,418 萬 | 1.84% | +352,901+8.8% | 加碼 |
| Royal Bank of Canada | 4,194,673 | $3,297 萬 | 0.01% | +538,570+14.7% | 加碼 |
| Nuveen Asset Management, LLC | 4,141,674 | $3,255 萬 | 0.01% | +1,598,842+62.9% | 加碼 |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $3,226 萬 | 50.01% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,940,340 | $3,097 萬 | 0.15% | +2,688,847+214.9% | 加碼 |
| Citigroup Inc | 3,792,142 | $2,981 萬 | 0.03% | +154,583+4.2% | 加碼 |
| Gpi Capital, L.P. | 3,749,760 | $2,947 萬 | 8.70% | 00.0% | 不變 |
| UBS Group AG | 3,504,335 | $2,754 萬 | 0.01% | −589,957−14.4% | 減碼 |
| Bank of New York Mellon Corp | 3,215,152 | $2,527 萬 | 0.00% | +98,071+3.1% | 加碼 |
| Bank of Montreal | 3,155,020 | $2,508 萬 | 0.01% | +90,934+3.0% | 加碼 |
| Mizuho Markets Americas LLC | 2,942,737 | $2,313 萬 | 0.57% | −103,000−3.4% | 減碼 |
| Two Sigma Investments, LP | 2,923,327 | $2,298 萬 | 0.05% | +2,923,327 | 新進 |
| Balyasny Asset Management LLC | 2,750,733 | $2,162 萬 | 0.06% | +2,714,220+7,433.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 2,479,584 | $1,949 萬 | 0.29% | +2,479,584 | 新進 |
| Group One Trading, L.P. | 2,276,396 | $1,789 萬 | 0.71% | +614,292+37.0% | 加碼 |
| HRT Financial LP | 2,263,889 | $1,779 萬 | 0.09% | +927,866+69.4% | 加碼 |
| Rockefeller Capital Management L.P. | 2,209,266 | $1,736 萬 | 0.05% | +376,899+20.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,139,142 | $1,681 萬 | 0.00% | −229,830−9.7% | 減碼 |
| Davenport & Co LLC | 2,075,121 | $1,631 萬 | 0.10% | +2,019,895+3,657.5% | 加碼 |
| Quadrature Capital Ltd | 2,036,104 | $1,601 萬 | 0.36% | +2,036,104 | 新進 |
| Swiss National Bank | 1,960,500 | $1,541 萬 | 0.01% | −13,400−0.7% | 減碼 |
| LPL Financial LLC | 1,625,791 | $1,278 萬 | 0.01% | +83,396+5.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,573,418 | $1,237 萬 | 0.02% | −340,805−17.8% | 減碼 |
| State of Michigan Retirement System | 1,500,000 | $1,179 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 1,489,932 | $1,171 萬 | 0.04% | +195,236+15.1% | 加碼 |
| Price T Rowe Associates Inc | 1,476,893 | $1,161 萬 | 0.00% | +916,777+163.7% | 加碼 |
| Walleye Trading LLC | 1,385,877 | $1,089 萬 | 0.26% | −109,720−7.3% | 減碼 |
| Kodai Capital Management LP | 1,330,749 | $1,046 萬 | 0.22% | +279,510+26.6% | 加碼 |
| California Public Employees Retirement System | 1,301,483 | $1,023 萬 | 0.01% | +5,431+0.4% | 加碼 |
| Squarepoint Ops LLC | 1,298,196 | $1,020 萬 | 0.03% | −411,426−24.1% | 減碼 |
| Longitude (Cayman) Ltd. | 1,276,500 | $1,003 萬 | 14.38% | −35,000−2.7% | 減碼 |
| Simplex Trading, LLC | 1,257,779 | $988.6 萬 | 0.33% | −560,019−30.8% | 減碼 |
| Goldman Sachs Group Inc | 1,231,595 | $968.0 萬 | 0.00% | +304,426+32.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,228,302 | $965.4 萬 | 0.01% | +718,798+141.1% | 加碼 |
| Diversify Advisory Services, LLC | 813,589 | $860.8 萬 | 0.46% | +56,245+7.4% | 加碼 |
| GTS Securities LLC | 1,057,698 | $831.4 萬 | 0.17% | +19,807+1.9% | 加碼 |
| Legal & General Group Plc | 1,030,455 | $809.9 萬 | 0.00% | +41,946+4.2% | 加碼 |
| Mark Asset Management LP | 1,017,847 | $800.0 萬 | 0.99% | +677,193+198.8% | 加碼 |
| Rhumbline Advisers | 995,710 | $782.6 萬 | 0.01% | +16,527+1.7% | 加碼 |
| California State Teachers Retirement System | 952,518 | $748.7 萬 | 0.01% | −29,304−3.0% | 減碼 |
| TownSquare Capital, LLC | 928,446 | $729.8 萬 | 0.09% | −157,727−14.5% | 減碼 |
| Nordea Investment Management AB | 887,961 | $703.7 萬 | 0.01% | −53,271−5.7% | 減碼 |
| Cresset Asset Management, LLC | 888,148 | $698.1 萬 | 0.03% | +6,318+0.7% | 加碼 |
| Moors & Cabot, Inc. | 853,690 | $671.0 萬 | 0.33% | +86,025+11.2% | 加碼 |
| Capital Fund Management S.A. | 838,487 | $659.1 萬 | 0.07% | +235,234+39.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 815,855 | $641.3 萬 | 0.01% | −139,435−14.6% | 減碼 |
| Cetera Investment Advisers | 802,296 | $630.6 萬 | 0.01% | −110,426−12.1% | 減碼 |
| Ardmore Road Asset Management LP | 800,000 | $628.8 萬 | 0.81% | +800,000 | 新進 |
| Verition Fund Management LLC | 776,040 | $610.0 萬 | 0.04% | +360,950+87.0% | 加碼 |
| Invesco Ltd. | 762,807 | $599.6 萬 | 0.00% | −5,466−0.7% | 減碼 |
| AlphaStar Capital Management, LLC | 753,098 | $591.9 萬 | 0.47% | +753,098 | 新進 |
| Parkside Investments, LLC | 752,010 | $591.1 萬 | 0.89% | −39,425−5.0% | 減碼 |
| PDT Partners, LLC | 740,590 | $582.1 萬 | 0.52% | −2600.0% | 減碼 |
| CAPROCK Group, Inc. | 727,113 | $571.5 萬 | 0.21% | −11,196−1.5% | 減碼 |
| Cerity Partners LLC | 705,371 | $554.4 萬 | 0.01% | +138,598+24.5% | 加碼 |
| Brighton Jones LLC | 705,007 | $554.1 萬 | 0.21% | −18,978−2.6% | 減碼 |
| Ameriprise Financial Inc | 669,432 | $526.2 萬 | 0.00% | −79,586−10.6% | 減碼 |
| Commonwealth Equity Services, LLC | 634,461 | $498.7 萬 | 0.01% | +15,506+2.5% | 加碼 |
| Brevan Howard Capital Management LP | 623,925 | $490.4 萬 | 0.24% | +533,214+587.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 606,539 | $476.7 萬 | 0.01% | 00.0% | 不變 |
| NFP Retirement, Inc. | 575,988 | $452.7 萬 | 0.37% | 00.0% | 不變 |
| New York State Common Retirement Fund | 568,987 | $447.2 萬 | 0.01% | −124,900−18.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 548,435 | $431.1 萬 | 0.05% | +81,426+17.4% | 加碼 |
| Walleye Capital LLC | 542,394 | $426.3 萬 | 0.05% | −223,724−29.2% | 減碼 |
| Raymond James & Associates | 531,363 | $417.7 萬 | 0.00% | +11,062+2.1% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 525,151 | $412.8 萬 | 0.22% | +20,188+4.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 503,752 | $395.9 萬 | 0.74% | −12,799−2.5% | 減碼 |
| AQR Capital Management LLC | 494,441 | $388.6 萬 | 0.01% | +379,255+329.3% | 加碼 |
| Mariner, LLC | 489,399 | $384.7 萬 | 0.01% | +91,677+23.1% | 加碼 |
| Janus Henderson Group PLC | 479,495 | $377.1 萬 | 0.00% | +26,768+5.9% | 加碼 |
| Zacks Investment Management | 479,180 | $376.6 萬 | 0.03% | +479,180 | 新進 |
| Anderson Hoagland & Co | 445,977 | $374.2 萬 | 0.38% | 00.0% | 不變 |
| Barclays PLC | 462,485 | $363.5 萬 | 0.00% | +23,766+5.4% | 加碼 |
| Treasurer of the State of North Carolina | 450,217 | $353.9 萬 | 0.01% | +1,840+0.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 449,135 | $353.0 萬 | 0.05% | −18,381−3.9% | 減碼 |
| Advisor Group Holdings, Inc. | 445,108 | $349.8 萬 | 0.01% | −24,952−5.3% | 減碼 |
| Clarity Capital Partners LLC | 442,044 | $347.4 萬 | 2.05% | +6,864+1.6% | 加碼 |